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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,241 hedge funds and large institutions have $20.6B invested in Schwab US Large- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 469 increasing their positions, 449 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,241
Holders Change
+29
Holders Change %
+2.39%
% of All Funds
17.95%
Holding in Top 10
189
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.53%
% of All Funds
2.73%
New
106
Increased
469
Reduced
449
Closed
63
Calls
$2.31M
Puts
$68K
Net Calls
+$2.24M
Net Calls Change
+$889K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$1.4B
2
MGIA
Moneta Group Investment Advisors
Missouri
$579M
3
CWM
Campbell Wealth Management
Virginia
$347M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$314M
5
SA
Scarborough Advisors
Maryland
$107M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$0
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$382M
3
DB
Dravo Bay
Delaware
$1.2M
4
TCM
Tradewinds Capital Management
Washington
$4.19M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1176
GAMMA Investing
California
$33.5K – – –
WT
1177
Washington Trust
Rhode Island
$32K – – –
WPA
1178
West Paces Advisors
Georgia
$31.8K -$157K -6,945 -83%
MRCM
1179
M&R Capital Management
New Jersey
$31K +$204 +9 +0.7%
DAM
1180
Delta Asset Management
Tennessee
$30.5K – – –
CP
1181
Castleview Partners
Texas
$29.6K +$22.1K +978 +294%
PGAM
1182
Princeton Global Asset Management
New Jersey
$29.3K -$3.39K -150 -10%
VCM
1183
Versant Capital Management
Arizona
$28.4K -$18.8K -831 -40%
UCI
1184
Uncommon Cents Investing
Wisconsin
$27.1K +$27.1K +1,200 New
CFGS
1185
Concourse Financial Group Securities
Alabama
$25.3K +$17.5K +774 +224%
HF
1186
Halpern Financial
Virginia
$24.2K – – –
AEPWM
1187
Atlantic Edge Private Wealth Management
Florida
$23.7K – – –
W
1188
WealthCollab
Washington
$23.5K +$68 +3 +0.3%
NRC
1189
New Republic Capital
North Carolina
$22.1K +$22.1K +978 New
HPIA
1190
Hamilton Point Investment Advisors
North Carolina
$20.2K – – –
BFP
1191
Briaud Financial Planning
Texas
$20K – – –
SVCP
1192
Silicon Valley Capital Partners
California
$20K +$68 +3 +0.3%
PIS
1193
POM Investment Strategies
North Carolina
$18.3K – – –
CPG
1194
Cornerstone Planning Group
New Jersey
$18.2K +$12.1K +1,584 +201%
CI
1195
Cordant Inc
Oregon
$17.2K – – –
RA
1196
Rise Advisors
New York
$17.1K +$68 +3 +0.4%
FPFS
1197
First Personal Financial Services
North Carolina
$17K +$17K +750 New
EFP
1198
EnRich Financial Partners
Wisconsin
$16.8K – – –
DPW
1199
DiNuzzo Private Wealth
Pennsylvania
$15.3K – – –
HBW
1200
Hazlett, Burt & Watson
West Virginia
$15K -$15.2K -660 -50%
46 47
48
49 50